Developer and AI Ecosystem Hiring Accelerates in May

研报英文原文证据摘录

Developer and AI Ecosystem Hiring Accelerates in May

Equity Research

Industry Update — June 5, 2026

U.S. Software

Developer and AI Ecosystem Hiring

Accelerates in May

Our Call Ryan MacWilliams, CFA

New developer job postings have displayed significant strength this year, as agentic Equity Analyst | Wells Fargo Securities, LLC

Ryan.MacWilliams@wellsfargo.com | 212-214-1192

coding inflects the digital ecosystem (link). Demand across key infra categories

Zeeshan Rauf(observability and data warehouse) also accelerated in May. +SNOW +DDOG +TEAM

Associate Equity Analyst | Wells Fargo Securities, LLC

Zeeshan.Rauf@wellsfargo.com | 212-214-1120

Key May data points: Chris Brazeau

• Total new developer job postings reaccelerated and reached highest level since April AssociateChris.Brazeau@wellsfargo.comEquity Analyst | Wells| Fargo929-767-5658Securities, LLC

Cyrus Motakef

• SNOW mentions in new job postings accelerated to +80% y/y Associate Equity Analyst | Wells Fargo Securities, LLC

Cyrus.Motakef@wellsfargo.com | 212-214-3334

• New job postings mentioning "AI Agents" up 8.5x since the general availability of

Claude Code

• TEAM mentions in new job postings up +19% y/y and +5% m/m

Developer hiring accelerating. In May, new developer job postings accelerated for

the fourth consecutive month, and reached its highest level of ~251k since April 2023

( ~263k). TEAM continues to show strength in mentions, with its total number reaching

its highest level since November 2022.

Figure 1 - New developer job postings were up +24% y/y in May 2026 to ~251k, the

highest amount since April 2023

New Developer Job Postings

303 65%

55%

253 238k 248k 251k

214k 45% 204k 203 204k 207k 202k 203k 211k 193k 211k 214k

180k 171k 24% 35%

25%

153 16% 14% 17% 19%

9% 8% 6% 15% 4% 2%

103 -1% -2% -3%

-9% 5%-5%